MP Rare Earths is the core of the U.S. domestic rare earth supply chain, with a clear strategic logic but a long execution timeline; LAC's lithium mining project in Nevada is progressing slowly; NioCorp is diversifying into niobium and rare earths, but its scale is extremely small.
All three are theme-driven long-term bets; without specific short-term catalysts, they drift with market sentiment 😭
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